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High Availability and Disaster Recovery Guide RELEASE 11.1.2.1 Updated: November 2011
EPM System High Availability and Disaster Recovery Guide, 11.1.2.1 Copyright 2008, 2011, Oracle and/or its affiliates. All rights reserved. Authors: EPM Information Development Team Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS: Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
Contents
Documentation Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Chapter 1. About High Availability and Disaster Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Assumed Knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Installation Documentation Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 High Availability and Disaster Recovery Comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 High Availability and Load Balancing for EPM System Components . . . . . . . . . . . . . . . . . 9 Components Clustered with EPM System Configurator . . . . . . . . . . . . . . . . . . . . . . . . 9 Components Clustered Outside EPM System Configurator . . . . . . . . . . . . . . . . . . . . 11 General Clustering Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Chapter 2. Support Matrix for High Availability and Load Balancing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Chapter 3. Disaster Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 General Information About Disaster Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Disaster Recovery Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Disaster Recovery for EPM System Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Environment Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Host Name Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Database Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Disaster Recovery Without File System and Database Replication . . . . . . . . . . . . . . . . . . . 24 Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Chapter 4. Foundation Services Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Configuring Lifecycle Management for Shared Services High Availability . . . . . . . . . . . . . 27 Performance Management Architect Dimension Server Clustering and Failover . . . . . . . . 28 Task Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 VIP Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Action Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Application Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Setting the Performance Management Architect Server Logical Web Address . . . . . . . 33
Contents
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Chapter 5. Essbase Server Clustering and Failover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Essbase Server Clustering Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Active-Passive Essbase Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Active-Active Essbase Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Configuring Active-Active Clusters with Provider Services . . . . . . . . . . . . . . . . . . . . . 37 Adding Servers to Active-Active Essbase Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Removing Active-Active Essbase Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Adding Components to Active-Active Essbase Clusters . . . . . . . . . . . . . . . . . . . . . . . 38 Removing Database Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Enabling Clustered Database Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Disabling Cluster Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Active-Active Essbase Clustering Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Connections to Essbase Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Chapter 6. Reporting and Analysis Services Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Reporting and Analysis Configuration for a Distributed Environment . . . . . . . . . . . . . . . 45 Clustering Reporting and Analysis Framework Services and Common Libraries . . . . . . . . 46 Clustering GSM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Clustering Interactive Reporting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Financial Reporting Print Server Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Chapter 7. Data Management Services Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 FDM Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Data Relationship Management Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Chapter 8. Clustering EPM System Web Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Clustering Web Applications in a Manual Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Appendix A. Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
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Contents
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
Documentation Accessibility
1
In This Chapter
Assumed Knowledge........................................................................................ 7 Installation Documentation Roadmap .................................................................... 7 High Availability and Disaster Recovery Comparison .................................................... 9 High Availability and Load Balancing for EPM System Components ................................... 9 General Clustering Considerations .......................................................................11
Assumed Knowledge
This guide is for administrators who install, configure, deploy, and manage Oracle Hyperion Enterprise Performance Management System products. It assumes the following:
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Security and server administration skills Windows or UNIX administration skills or both, depending on your computing environment Web application server administration skills, including familiarity with WebLogic A strong understanding of your organization's security infrastructure, including authentication providers such as Microsoft Active Directory, Lightweight Directory Access Protocol (LDAP) Enabled providers, Oracle Internet Directory, and mSunONE LDAP Directory, and use of Secure Sockets Layer (SSL) A strong understanding of your organization's database and server environments, including file systems A strong understanding of your organization's network environment and port usage
Assumed Knowledge
documentation/epm.html) on Oracle Technology Network to see whether an updated version of a guide is available. Table 1 lists the documents to consult for instructions on performing essential installation tasks.
Table 1
Documentation That You Need Related Documentation Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/software/products/ias/files/ fusion_certification.html) Oracle Hyperion Enterprise Performance Management System Installation Start Here Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Task Meeting system requirements and understanding release compatibility Planning the installation Installing, configuring, and deploying EPM System products Starting EPM System products Validating the installation Upgrading EPM System products
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Hyperion Security Administration Guide Oracle Hyperion Enterprise Performance Management System User and Role Security Guide
Table 2 lists the documents to consult for additional installation tasks that you might need to perform.
Table 2
Documentation That You Might Need Related Documentation Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide Oracle Hyperion Enterprise Performance Management System Lifecycle Management Guide Oracle Hyperion Enterprise Performance Management System High Availability and Disaster Recovery Guide
Task Troubleshooting installations Creating a backup of product and application data Migrating from one environment to another Clustering EPM System applications for high availability and disaster recovery
Additional content is available in the White Papers Library at Oracle Enterprise Performance Management / Business Intelligence White papers. (http://www.oracle.com/technetwork/ middleware/bi-foundation/resource-library-090986.html).
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About High Availability and Disaster Recovery
High Availability and Disaster Recovery Compared Disaster Recovery Addresses service continuity, so that in case of disaster, service is maintained through a standby site. Two independent environments, typically in separate and distinct facilities, each contain their own data (in the file system and database) and executables. Data and configuration information are replicated between the production and standby sites.
High Availability Addresses service availability, providing redundancy so that if one infrastructure component (network, servers, processes) becomes unavailable, overall service remains available. A single system contains its own data (in the file system and database) and executables. Data replication is unnecessary (although data should be backed up).
For information on setting up Disaster Recovery for EPM System components, see Chapter 3, Disaster Recovery. For general information on setting up Disaster Recovery, see the Oracle Fusion Middleware Disaster Recovery Guide ( http://download.oracle.com/docs/cd/E14571_01/ doc.1111/e15250/toc.htm).
Configurator. To cluster Essbase Server in an active-active configuration, you use Oracle Hyperion Provider Services. See Chapter 5, Essbase Server Clustering and Failover. Other components can be clustered outside EPM System Configurator.
Foundation Services Managed Server (including Oracle's Hyperion Shared Services, Oracle Enterprise Performance Management Workspace, Fusion Edition, and Foundation Web Service) Oracle Hyperion EPM Architect, Fusion Edition Performance Management Architect Data Synchronization Hyperion Calculation Manager Essbase Server (active-passive configuration) Oracle Essbase Administration Services Provider Services Oracle's Hyperion Reporting and Analysis Framework Oracle Hyperion Financial Reporting, Fusion Edition Oracle's Hyperion Web Analysis Oracle Hyperion Planning, Fusion Edition Financial Management
o
Essbase
m
Financial Management Server Financial Management Web application Financial Management Web Services Web Application (IIS) Financial Management LCM Web Services Web Application (IIS) Financial Management Oracle Hyperion Smart View for Office, Fusion Edition, Web Services Web Application (IIS) Financial Management Web Application (IIS)
Oracle Hyperion Profitability and Cost Management, Fusion Edition Oracle Hyperion Performance Scorecard, Fusion Edition Oracle Hyperion Financial Close Management Oracle Hyperion Disclosure Management Oracle Hyperion Financial Data Quality Management, Fusion Edition, Web Application (IIS) Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications ERP Integrator Web Application
Data Management
m
See Chapter 2, Support Matrix for High Availability and Load Balancing and Chapter 8, Clustering EPM System Web Applications.
10
Foundation
m
Performance Management Architect Dimension Server See Chapter 4, Foundation Services Clustering.
Essbase Server (active-active cluster configuration) See Chapter 5, Essbase Server Clustering and Failover. Reporting and Analysis
m
Reporting and Analysis Framework Services and Common Libraries See Clustering Reporting and Analysis Framework Services and Common Libraries on page 46.
Oracle's Hyperion Interactive Reporting See Clustering Interactive Reporting Services on page 47. Financial Reporting Print Server See Financial Reporting Print Server Clusters on page 47.
Data Management:
m
FDM Application Server See FDM Clusters on page 49. Oracle Hyperion Data Relationship Management, Fusion Edition, Web Application (IIS) See Data Relationship Management Clusters on page 50. Data Relationship Management Application Server See Data Relationship Management Clusters on page 50.
See Chapter 2, Support Matrix for High Availability and Load Balancing.
If you have more than one Oracle HTTP Server or IIS Web server, you must use a load balancer (hardware or software) to route traffic to the servers, and the logical Web address for the Web application cluster should be the load balancer. If you have only one Oracle HTTP Server or IIS Web server, the logical Web address for the Web application cluster should be the Oracle HTTP Server or IIS.
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Foundation Services is required on only one machine in the deployment, unless multiple instances are required for clustering. There is a required configuration sequence for EPM System components installed in a distributed environment. In particular, you must configure Foundation Services first. See Configuration Sequence in a Distributed Environment in Chapter 4, Configuring EPM System Products, of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. In a distributed environment, EPM Oracle home must be the sam on all machines. When configuring EPM System for high availability where multiple instances of services are running, you must point to the same location on a shared disk in these fields in EPM System Configurator:
m
(Reporting and Analysis Framework Services) Repository Directory (Essbase Server) File path to application location (ARBORPATH) Performance Scorecard - Configure Attachment Files Location
Example:
m
Repository Directorys:/pkt7119/user_projects/epmsystem1/
ReportingAnalysis/data/RM1
On the machine on which you plan to administer the WebLogic Server, you must install all Web applications that you plan to deploy on any machine in the environment. (The WebLogic Administration Server is installed and deployed on the Foundation Services machine.) On each remote machine in a distributed environment, install the Web applications that you plan to run on that machine and then use EPM System Configurator to deploy the Web applications automatically, or manually deploy the Web applications.
Note: Oracle Hyperion Enterprise Performance Management System Installer, Fusion
Edition installs WebLogic Server on each machine (for Web tier and Service tier components) in a distributed environment.
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If you are deploying Web applications on a machine other than the WebLogic Administration Server machine, WebLogic Administration Server must be running. All Web applications in an EPM System deployment must be deployed on either all Windows machines or on all UNIX machines. However, because Financial Management runs only on Windows, if you are using Financial Reporting with Financial Management, you must install them together on a Windows machine. (Financial Management is not supported as a data source on a UNIX platform.) If your other Web applications are deployed to UNIX machines, deploy Financial Reporting and Web Analysis on Windows using a manual process. See Deploying Financial Reporting and Web Analysis on Windows for use with
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Financial Management in Chapter 6, Manually Deploying EPM System Web Applications, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.
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You can have more than one Web server in a deployment for load balancing and failover. In this scenario, configure the Web server on each machine in the environment. For IIS 6.0, you cannot install 32-bit components on a 64-bit system on which 64-bit components are installed. On 32-bit platforms, all EPM System products can coexist. For IIS 7 (the default on Windows 2008 systems), 32-bit and 64-bit components can coexist. EPM System static content, including product online help, is installed with Oracle HTTP Server. If you are using FDM and IIS as the Web server, you must install the FDM Web application and the Web server on the same box. If you are using Financial Management and IIS as the Web server, you must install Financial Management Web applications and the Web server on the same box.
See Installing EPM System Products in a Distributed Environment in Chapter 3, Installing EPM System Products, of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.
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14
2
Table 4
The tables in this chapter list the supported clustering methodologies for EPM System components by product group and indicate whether high availability and load balancing are supported for each component. The tables also include notes and references to additional information.
Foundation Services Clustering Supported Methodology WebLogic clustering with EPM System Configurator High Availability Yes Load Balancing Yes References Notes To configure Oracle Hyperion Enterprise Performance Management System Lifecycle Management for high availability when Shared Services is set up for high availability, you must set up a shared disk. None
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Product/ Component Foundation Services Managed Server (including Shared Services, EPM Workspace, and Foundation Web Services Web applications)
Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Configuring Lifecycle Management for Shared Services High Availability in Chapter 4, Foundation Services Clustering, of this guide Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide
Yes
Yes
Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Yes
Yes
None
Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide
15
Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide Chapter 4, Foundation Services Clustering in this guide Oracle Clusterware documentation
Yes
No
None
Load Balancing Active-active clusters configured with Provider Services support loadbalancing.
References Notes
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Active-passive clustering with EPM System Configurator Active-active clustering with Provider Services
Activepassive clusters support failover with write-back. Activeactive clusters are read-only.
Active-passive clustering: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide Active-active clustering: Chapter 5, Essbase Server Clustering and Failover, in this guide
l l
Yes
Yes
Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Yes
Yes
None
Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide
16
High Availability No
Load Balancing No
None
No
No
None
None
Reporting and Analysis Clustering Supported Methodology WebLogic clustering with EPM System Configurator High Availability Yes Load Balancing Yes References Notes None
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Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Yes
Yes
None
Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Yes
Yes
None
Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide
Reporting and Analysis Framework Services and Common Libraries Interactive Reporting Services Financial Reporting Print Server
Yes
Yes
None
Virtual clustering through EPM Workspace Installation on different machines for physical clustering
Yes
Yes
None
Yes
Yes
None
17
Table 7
Financial Performance Management Applications Clustering Supported Methodology WebLogic clustering with EPM System Configurator High Availability Yes Load Balancing Yes References Notes None
l
Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide
No Yes
No Yes
None In EPM System Configurator, use the Register Application Servers/ Clusters task. None
None Clustering Financial Management Servers in Chapter 4, Configuring EPM System Products, of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Yes
Yes
Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide
Financial Management Web Services Web Application (IIS) Financial Management Web Application (IIS) Financial Management Lifecycle Management Web Services Web Application (IIS)
Clustering with Oracle HTTP Server or thirdparty load balancers Clustering with Oracle HTTP Server or thirdparty load balancers Clustering with Oracle HTTP Server or thirdparty load balancers
Yes
Yes
None
Load Balancing Financial Management or FDM Web Applications on IIS in Chapter 4, Configuring EPM System Products, of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide Load Balancing Financial Management or FDM Web Applications on IIS in Chapter 4, Configuring EPM System Products, of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide Load Balancing Financial Management or FDM Web Applications on IIS in Chapter 4, Configuring EPM System Products, of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Yes
Yes
None
Yes
Yes
None
18
Product/ Component Financial Management Smart View Web Services (IIS) Performance Scorecard
Supported Methodology Clustering with Oracle HTTP Server or thirdparty load balancers WebLogic clustering with EPM System Configurator
References Notes None Load Balancing Financial Management or FDM Web Applications on IIS in Chapter 4, Configuring EPM System Products, of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
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Yes
Yes
None
Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
Yes
Yes
None
Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide
No Yes
No Yes
None None
None Automatic deployment: Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
l
Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide Load balancing: Configuring High Availability for Oracle Fusion Middleware SOA Suite in the Oracle Fusion Middleware High Availability Guide
Table 8
Data Management Products Clustering Supported Methodology Clustering with the FDM proprietary load balancer High Availability Yes Load Balancing Yes References Notes None
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Database software documentation FDM Clusters on page 49 Oracle Hyperion Financial Data Quality Management, Fusion Edition, Configuration Guide
19
Load Balancing No
References Notes The load balancer is designed to be installed in more than one place in an environment. If the primary load balancer becomes unavailable, clients use a secondary load balancer. None None
Clustering with Oracle HTTP Server or thirdparty load balancers None WebLogic clustering with EPM System Configurator
Yes
Yes
Load Balancing Financial Management or FDM Web Applications on IIS in Chapter 4, Configuring EPM System Products, of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide None Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide Manual deployment: Chapter 8, Clustering EPM System Web Applications, in this guide Data Relationship Management Clusters on page 50 Configuring Load Balancing for Data Relationship Management Web Applications in the Oracle Hyperion Data Relationship Management Installation Guide Data Relationship Management Clusters on page 50 Configuring Host Machines in the Oracle Hyperion Data Relationship Management Installation Guide
No Yes
No Yes
None None
No
Yes
No
Yes
20
3
In This Chapter
Disaster Recovery
General Information About Disaster Recovery...........................................................21 Disaster Recovery Architecture ...........................................................................22 Disaster Recovery for EPM System Components........................................................23 Disaster Recovery Without File System and Database Replication ...................................24 Additional Information.....................................................................................25
21
Note: Although the deployment shown in Figure 1 uses symmetric topology, with the same
number of servers at the production and standby sites, deployment using asymmetric topology (with fewer servers at the standby site than at the production site) is also possible. Deployment with asymmetric topology requires a server at the standby site for each logical server cluster at the production site. Use of a shared or replicated disk requires a common share across machines; for example, the share can be under /user_projects/data.
22
Disaster Recovery
Environment Configuration
Configuring a Disaster-Recovery environment requires these steps: 1. Install and configure EPM System at the production site. Runtime executables and data should be on a replicatable partition Distributed services must be clustered to form a logical service. 2. If the host names at the standby site differ from the host names at the production site, set up host name aliases at the standby site. See Host Name Requirements on page 23. 3. When the EPM System configuration at the production site is complete, install and configure EPM System at the standby site. 4. Set up database replication.
Note: You can use a backup and restoration procedure for replication.
Disable mirroring between the production and standby sites. Run the crash-recovery procedure for each application to recover Essbase. See Chapter 4, Essbase Components, in the Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide. Start the services on the standby hosts.
Production and standby sites are on separate networks. The fully qualified host names can be the same in both sites. Production and standby sites have different DNS that resolve the host names to the correct IP address in their network. The standby site can have a standby DNS that is activated when a disaster occurs. Production host names are resolved to a local IP address at the standby site by means of an /etc/hosts file.
23
If the host names must differ between the production and standby sites and there is no separate DNS for the standby site, set up an alias for the production site servers in the standby site as shown in Figure 2, so that the main server is the first entry in the alias.
Figure 2 Host Name Alias Setup
Database Recommendations
Database recommendations for a Disaster Recovery environment:
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Use the database host name alias on the standby site. Use Oracle Data Guard configuration for data repositories. For planned configuration changes, force database synchronization with Oracle Data Guard.
24
Disaster Recovery
Thursday, data changes that occurred between the two dates are lost. More-frequent backups enable you to recover more data. The file system backup and the database backup must be synchronized. Backing up the file system and the database at approximately the same time, when there is relatively little activity, ensures that they are synchronized. For Disaster Recovery without file systems and database replication, take one of these steps:
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Replicate the installation image to ensure that all patches applied to the production site after the initial setup are also applied to the standby site. Promptly manually apply all patches at the production site to the standby site.
Additional Information
For more information about setting up a Disaster Recovery environment, see these documents:
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The Oracle Fusion Middleware Disaster Recovery Guide (http://download.oracle.com/docs/ cd/E14571_01/doc.1111/e15250/intro.htm#BABHCEJJ) The Oracle Data Guard documentation at http://www.oracle.com/technology/deploy/ availability/htdocs/DataGuardOverview.html Oracle Fusion Middleware DR Solution Using NetApp Storage at http://www.netapp.com/us/ library/technical-reports/tr-3672.html The Disaster Recovery guide for the RDBMS that you use.
Additional Information
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26
Disaster Recovery
4
In This Chapter
Configuring Lifecycle Management for Shared Services High Availability ............................27 Performance Management Architect Dimension Server Clustering and Failover .....................28
This chapter provides information about configuring Lifecycle Management for Shared Services high availability and setting up Performance Management Architect Dimension Server for failover. For information about clustering Foundation Services Web applications through EPM System Configurator, see Chapter 8, Clustering EPM System Web Applications.
UNIX-style UNC paths with forward slashes must be defined for the shared disk; for example:
Configuring Lifecycle Management for Shared Services High Availability
27
filesystem.artifact.path=//hostname/share
10 From Oracle's Hyperion Shared Services Console, right-click the Properties node under Shared 11 Browse to the location of the updated file and select the file.
This action updates the property in Oracle's Hyperion Shared Services Registry.
12 Restart Shared Services on this node and all other nodes using the domain user login.
Task Sequence VIP Resources Action Scripts Application Resources Setting the Performance Management Architect Server Logical Web Address
Task Sequence
You use Oracle Clusterware to cluster Performance Management Architect Dimension Server for failover in an active-passive configuration. Oracle Clusterware documentation is available at http://www.oracle.com/pls/db112/portal.portal_db? selected=16&frame=#oracle_clusterware. For information about clustering Web Application and Performance Management Architect Data Synchronizer Web Application, see Chapter 8, Clustering EPM System Web Applications. Clustering Performance Management Architect Dimension Server for failover involves this task sequence: 1. Installing the Performance Management Architect Dimension Server component in the Oracle Clusterware shared folder on a clustered disk, or in a subfolder of that folder. 2. Configuring Performance Management Architect with EPM System Configurator See Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. 3. Creating and registering a virtual Internet protocol (VIP) resource with Oracle Clusterware See VIP Resources on page 29. 4. Creating an action script See Action Scripts on page 30.
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5. Creating and registering an application resource with Oracle Clusterware See Application Resources on page 31. 6. Setting the Performance Management Architect Dimension Server logical Web address See Setting the Performance Management Architect Server Logical Web Address on page 33.
VIP Resources
Subtopics
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Editing EPMA_CreateAndStartVIPResource.bat Stopping and Unregistering VIP Resources Checking VIP Resource Status
You run EPMA_CreateAndStartVIPResource.bat, in EPM_ORACLE_HOME/products/ Foundation/BPMA/AppServer/DimensionServer/ServerEngine/Failover, to create, register, and start a VIP resource. The VIP resource is paired with an application resource to provide a single point of access. The batch file runs in a command window and pauses when finished. Pressing any key closes the command window. Before running EPMA_CreateAndStartVIPResource.bat, you can edit it to conform with your environment. You use a different batch file to stop and delete the VIP resource after deleting the application resource. If clients access the application through a network, and failover to another node is enabled, you must register a VIP address for the application. Oracle Clusterware provides a standard VIP agent for application VIPs. Basing any new application VIPs on the VIP type that is referenced in EPMA_CreateAndStartVIPResource.bat ensures consistent behavior among all VIPs deployed in a cluster.
Editing EPMA_CreateAndStartVIPResource.bat
You can edit EPMA_CreateAndStartVIPResource.bat to specify values for these variables, which are listed at the top of the script:
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ACTION_SCRIPTFull path and file name for usrvip.bat, which is in the Oracle
Clusterware installation folder This batch file is the action script that Oracle Clusterware uses to manage the VIP resource.
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VIP_IPA cluster VIP, registered in DNS START_TIMEOUTNumber of seconds that Oracle Clusterware waits for the VIP resource
STOP_TIMEOUTNumber of seconds that Oracle Clusterware waits for the VIP resource to
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Shortening intervals for more-frequent checks increases resource consumption if you use the script agent. To reduce resource consumption, use an application-specific agent.
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Oracle Clusterware returns an error message if the action script does not finish within the specified time. The timeout applies to all actions (start, stop, check, and clean).
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on the resource's current server before attempting to relocate it For example, if the value is 1, Oracle Clusterware attempts to relocate the resource after a second failure. A value of 0 indicates that there is no attempt to restart, but Oracle Clusterware always attempts to fail the resource over to another server.
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CRS_HOMEFull path to the BIN folder for your Oracle Clusterware installation
A status of STATE=ONLINE indicates that the resource is running correctly. After you run EPMA_StopAndDeleteVIPResource.bat, the VIP resource should no longer exist.
Action Scripts
Oracle Clusterware calls an action script to stop or start an application resource (for example, Performance Management Architect Dimension Server) or to check the status of the application. You can run the action script from Oracle Clusterware or from the command line. The action script logs the date, time, action being performed (start, stop, clean, or check), and action result (success or failure). You create the action script by editing EPMA_ActionScript.bat, in EPM_ORACLE_HOME/
products/Foundation/BPMA/AppServer/DimensionServer/ServerEngine/ Failover, to conform to your environment.
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You can edit EPMA_ActionScript.bat to specify these variables, which are listed at the top of the script:
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LOG_PATHFull path to a local folder where the application resource action script logs
information Example: set LOG_PATH=C:/CRS_ACTION/EPMA Assuming that you provide a path with a valid drive letter, the action script creates the path at runtime if the path does not exist.
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LOGSCRA concatenation of the LOG_PATH value and a valid file name for the environment
application resource to start before declaring a failed start and returning a 0 to the calling process (Oracle Clusterware) Example: set SECONDS_TO_WAIT_FOR_START=180
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application resource to stop before declaring a failed stop and returning a 0 to the calling process (Oracle Clusterware) Example: set SECONDS_TO_WAIT_FOR_STOP=60
Note: If your Performance Management Architect release is 11.1.2.1, the two sections labeled EPMA pre-11.1.2.1 section should be commented out.
If your Performance Management Architect release is 11.1.2.0 or earlier, the section labeled EPMA 11.1.2.1 section should be commented out.
Application Resources
Subtopics
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Editing EPMA_CreateAndStartAppResource.bat Stopping and Unregistering Application Resources Checking Application Resource Status
You run EPMA_CreateAndStartAppResource.bat, in EPM_ORACLE_HOME/products/ Foundation/BPMA/AppServer/DimensionServer/ServerEngine/Failover, to create, register, and start an application resource. The VIP resource is paired with a VIP resource to provide a single point of access. Before running EPMA_CreateAndStartAppResource.bat, you can edit it to conform with your environment. You use a different batch file to stop and delete the application resource. If you stop the application resource by running crsctl stop resource EPMAServer -f or by shutting down the Hyperion EPMA Server service directly using the Windows Services applet, Oracle Clusterware automatically attempts to restart it on another node in the cluster. For the application resource to stay idle, you must run EPMA_StopAndDeleteAppResource.bat. To
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restart an application resource after deleting it with EPMA_StopAndDeleteAppResource.bat, you must run EPMA_CreateAndStartAppResource.bat to recreate and start it. Deleting the VIP and application resources has no effect on the Performance Management Architect installation.
Caution!
After running EPMA_CreateAndStartAppResource.bat, which registers the application with Oracle Clusterware as a resource, use Oracle Clusterware commands to start and stop the Performance Management Architect server. Do not stop or start the application resource directly (for example, in the Windows services applet).
Editing EPMA_CreateAndStartAppResource.bat
You can edit EPMA_CreateAndStartAppResource.bat to specify values for these variables, which are listed at the top of the script:
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ACTION_SCRIPTFull path and file name for the EPMA_ActionScript.bat file provided
with your Performance Management Architect installation This batch file is the action script that Oracle Clusterware uses to manage the application resource (for example, Performance Management Architect Server).
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failure is detected
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resource before Oracle Clusterware marks the resource as unavailable and stops monitoring it If a resource fails the specified number of times, then Oracle Clusterware stops the resource. If the value is 0, then failure tracking is disabled. The maximum value is 20.
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FAILURE_INTERVALInterval, in seconds, during which Oracle Clusterware applies the FAILURE_THRESHOLD attribute
Shortening intervals for more-frequent checks increases resource consumption if you use the script agent. To reduce resource consumption, use an application-specific agent.
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on the resource's current server before attempting to relocate it For example, if the value is 1, Oracle Clusterware attempts to relocate the resource after a second failure. A value of 0 indicates that there is no attempt to restart, but Oracle Clusterware always attempts to fail the resource over to another server.
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CRS_HOMEFull path to the BIN folder for your Oracle Clusterware installation
Tip: Instead of running the commands individually, you can run EPMA_Status.bat, in EPM_ORACLE_HOME/products/Foundation/BPMA/AppServer/DimensionServer/ ServerEngine/Failover, which runs both commands.
When the resources are running correctly, their status is STATE=ONLINE. Oracle Clusterware runs the action script EPMA_ActionScript.bat with the check parameter at the check interval that is set when the application resource is created. If the action script returns a 1, indicating that the application is not running, it attempts to start the application on another node in the cluster. After running EPMA_StopAndDeleteAppResource.bat, you can run this command from the command line to ensure that the resource no longer exists and that the Hyperion EPMA Server service is not running on any node in the cluster:
crsctl status resource EPMAServer -v
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4 5
Select Hyperion Foundation | Configure Logical Address for Web Applications, and then click Next. For each Web application:
a. Select Set the logical web address. b. For the Product Component: DimensionServer, double-click the value in the Host column. c. Change the value to specify one of these items:
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SCAN (Single Client Access Name) if your RAC is Oracle 11g Release 2 or later Application VIP Host name alias that points to the application VIP
d. Click Next.
6 7 8
Click Next to finish the configuration. Start the Hyperion EPMA Web Tier - Web Application service. Wait a few minutes, and then log on to EPM Workspace.
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5
In This Chapter
Essbase Server Clustering Configurations ...............................................................35 Active-Passive Essbase Clusters..........................................................................36 Active-Active Essbase Clusters ...........................................................................36 Connections to Essbase Clusters.........................................................................43
This chapter discusses clustering active-active and active-passive clustering of Essbase Server. For information about clustering Administration Services Web Application and Provider Services Web Application, see Chapter 8, Clustering EPM System Web Applications.
Essbase Server Clustering Configurations Active-Passive Yes Yes No Yes Active-Active No Yes Yes Yes
Active-passive Essbase clusters support failover with write-back to databases. Active-passive Essbase clusters do not support load-balancing. Essbase failover clusters use the service failover functionality of the Oracle Process Manager and Notification Server server. A single Essbase installation is run in an active-passive deployment, and one host runs the Essbase agent and two servers. Oracle Process Manager and Notification Server stops, starts, and monitors the agent process. See Active-Passive Essbase Clusters on page 36. Active-active Essbase clusters support high availability and load balancing. An active-active Essbase cluster supports read-only operations on the databases and should be used only for reporting. Because active-active Essbase clusters do not support data write-back or outline modification, and they do not manage database replication tasks such as synchronizing the changes in one
Essbase Server Clustering Configurations
35
database across all databases in the cluster, they do not support Planning. When Planning is configured to use Essbase in cluster mode as a data source, it does not support the ability to launch business rules with Oracle's Hyperion Business Rules or Calculation Manager as the rules engine. You can use Provider Services to set up active-active Essbase clusters. See Active-Active Essbase Clusters on page 36.
SAN storage device with a shared disk file system supported on the installation platform such as OCFS NAS device over a supported network protocol.
Note: Any networked file system that can communicate with an NAS storage device is
supported, but the cluster nodes must be able to access the same shared disk over that file system. SAN or a fast NAS device is recommended because of shorter I/O latency and failover times. You set up active-passive Essbase clusters with EPM System Configurator. You specify the Essbase cluster information for each Essbase instance. You define the cluster when you configure the first instance of Essbase. When you configure the second instance, you associate the instance with the cluster.
Note: For a given physical Essbase server that Administration Services is administering,
Administration Services displays only the name of the cluster to which that Essbase server belongs. For instructions, see Clustering Essbase Server in Chapter 4, Configuring EPM System Products, of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.
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Provider Services clients include Smart View clients, custom Java application programming interface (API) clients, and XML for Analysis (XMLA) clients. Provider Services distributes client requests to database instances belonging to the cluster. An active-active Essbase cluster supports read-only operations on the databases; it does not support data write-back or outline modification. An active-active Essbase cluster does not manage database replication capabilities, such as synchronizing the changes in one database across all databases in the cluster. After configuring a set of Essbase servers for active-active clustering, you must define and enable the cluster under the Provider Services node in the Enterprise View of Administration Services Console. See Enabling Clustered Database Components on page 39.
Smart View must be used rather than Oracle Essbase Spreadsheet Add-in. Essbase has no write-back capability and should be used for reporting only; therefore, Planning is not supported. Nodes must be loaded and calculated individually.
a. Right-click, and select Add Essbase Servers. b. In Add Essbase Server, enter the Essbase server name, user name, and password. c. Confirm the password that you entered in the preceding step.
3 4 5 6 7 8
From Enterprise View or a custom view, under the Provider Services node, select a provider. Right-click and select Create, then Create Essbase Cluster. Select Add Essbase Cluster, then Cluster name, and then enter a name for the cluster; for example, East Coast Sales. Enter a short description; for example, East Coast sales databases. Click Add to add servers to the cluster. In Select Cluster Component Database, specify the Essbase server, application, and database names, and then click OK.
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The Essbase server and associated application and database names are displayed under the cluster component list; for example, localhost.Demo.Basic. A cluster component comprises the Essbase server, application, and database name.
10 Click Close.
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1 2 3 4 5 6 7
From Enterprise View or a custom view, under the Provider Services node, select a provider. Under the Provider node, select the Analytic Clusters node. Under the Analytic Clusters node, select a cluster. Right-click, and select Edit. For each database component to be removed, in the Analytic Cluster panel, select the component, and click Remove. Click Apply. Click Close.
can be enabled and disabled dynamically with no need to restart Provider Services. However, if you add a component to a cluster or create a cluster, you must restart Provider Services for the new cluster definition to take effect. You can enable or disable the newly added components after restarting Provider Services.
Click Close.
Note: Components that were part of the cluster definition when Provider Services was started
can be enabled and disabled dynamically without restarting Provider Services. However, if you add a component to an existing cluster or create a cluster, you must restart Provider Services for the new cluster definition to take effect. You cannot enable or disable the newly added cluster components until you restart Provider Services.
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to the group. You can enable or disable components in the group without restarting the server.
40
Figure 3
In Figure 3, Smart View users connect to Essbase through Provider Services. Each user connection is assigned to a server during the Essbase session. Provider Services uses session-level load balancing. For example, in Figure 3, User 1s connection is mapped to Data Source A. User 2s connection is mapped to Data Source B. User 3s connection is mapped to data source C. All requests from User 1 are handled by Data Source A for the duration of the connection. If data source A fails:
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User 1 times out at Data Source A. User 1 is rerouted to the next available data source, which is Data Source C in Figure 4.
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Figure 4
In Figure 4, the state of query 1 is maintained at the middle tier and rerouted. Provider Services also provides load balancing across servers. Figure 5 depicts clustered databases deployed on one server.
Figure 5 Essbase Database Cluster on One Server
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In Figure 5, two servers contain Essbase databases. Server 1 has four processors and 8 GB of RAM. Server 2 has eight processors and 16 GB of RAM. Because Server 2 has more resources, it contains Data Sources B and C. Therefore, Server 2 can handle both connections. Failover support also applies for database clusters on one server. In Figure 6, Server 2 goes offline. User 2 and User 3 are then rerouted to the next available server, Server 1.
Figure 6 Failover for Database Cluster on One Server
You can also connect to an Essbase cluster using only the cluster name, but you must first enable this by modifying a configuration file to specify the Provider Services server that resolves the cluster name in the URL. The Provider Services server is specified in these configuration files:
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You can specify several Provider Services servers in essbase.cfg, using a semicolon (:) between server names.
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To connect to a Provider Services Essbase cluster using Financial Reporting or Web Analysis, you must configure Financial Reporting or Web Analysis for three -tier mode. To configure Financial Reporting for three-tier mode: 1. Start MIDDLEWARE_HOME/EPMSystem11R1/products/financialreporting/bin/ FRConfig.cmd. 2. Specify the EssbaseJAPIServer as the Provider Services server. 3. Restart Financial Reporting, and enter the Provider Services cluster name as the Server Name. To configure Web Analysis for three-tier mode: 1. Log on to EPM Workspace as an admin user. 2. Select Navigate, then Administer, then Reporting and Analysis, and then Web Applications. 3. Right-click WebAnalysis Web-Application, and select Properties. 4. On the Essbase Configuration tab, set these properties and then click OK:
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EESServerName=Provider Services server name (The default setting is localhost.) Click OK, and restart theWeb Analysis server for changes to take effect.
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6
In This Chapter
Reporting and Analysis Configuration for a Distributed Environment .................................45 Clustering Reporting and Analysis Framework Services and Common Libraries .....................46 Clustering GSM.............................................................................................46 Clustering Interactive Reporting Services ................................................................47 Financial Reporting Print Server Clusters ................................................................47
This chapter discusses clustering Reporting and Analysis services-tier components outside EPM System Configurator. See Chapter 8, Clustering EPM System Web Applications, for information about clustering Reporting and Analysis Web applications through EPM System Configurator.
Install only one instance of Reporting and Analysis Framework services and Interactive Reporting services on each host, and run EPM System Configurator on each machine. You can then use EPM Workspace to replicate services on each host. Each instance is part of the cluster and is used for load balancing and high availability. See Clustering Reporting and Analysis Framework Services and Common Libraries on page 46. The GSM and ServiceBroker services must be enabled on all instances of the Reporting and Analysis services for high availability of Reporting and Analysis. By default, the GSM and ServiceBroker services are enabled only on the first instance of the Reporting and Analysis services.
Note: Clustering without high availability or failover does not require that the GSM and
If you are running multiple instances of the Reporting and Analysis Repository Service, all instances should share the file system location. Specify the file system location during configuration with EPM System Configurator, on the Configure Reporting and Analysis Framework Services page, or with the Administer section of EPM Workspace. If you are running this service as a Windows service, use a UNC path instead of a mapped drive. This
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prevents potential permissions errors than can occur when Windows attempts to create a mapped drive at startup. See Configure Reporting and Analysis Framework Services in Chapter 4, Configuring EPM System Products, of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. On Windows platforms, when replicating common Reporting and Analysis services and using the network shared folder for the repository location, run the Reporting and Analysis agent Windows service under a user account with sufficient privileges for the network shared folder (not under a Local System account).
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For the Financial Reporting Web application, you can have only one active instance of the Scheduler component in a clustered environment. Use the same path to MIDDLEWARE_HOME on all machines. (Otherwise, multiple Reporting and Analysis nodes are displayed in Shared Services.)
For more information about configuring Reporting and Analysis for a distributed environment, see the Hyperion Reporting and Analysis Framework Administrators Guide.
Clustering GSM
You can cluster GSM after installing and configuring Reporting and Analysis on two machines.
To cluster GSM:
1 2 3 4
On the second machine where you have configured Reporting and Analysis, log on to EPM Workspace. Select Navigate, then Reporting and Analysis, and then Services. Right-click Reporting and Analysis, and then select Properties. On the Services tab, set GSM to Enabled.
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The default installation directory for Financial Reporting Studio is c:/Program Files/ Oracle/FinancialReportingStudio.
Specify the Financial Reporting Server URL and the administrator credentials used to register the Financial Reporting Print Server:
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FRWebServer=http://server:port
Specify the same server URL that is used for connecting from Financial Reporting Studio, and ensure that the server is running.
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From a command line, navigate to Financial_Reporting_Studio_Installation_Directory/products/ financialreporting/install/bin, and run this command:
FRSetupPrintServer.cmd
Ensure that the Financial Reporting Print Server service has been created and started.
Note: You might need to start the service manually the first time.
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7
In This Chapter
This chapter discusses clustering Data Management product components outside EPM System Configurator. See Chapter 8, Clustering EPM System Web Applications, for information about clustering ERP Integrator, which is done through EPM System Configurator.
FDM Clusters
FDM Application Server can be clustered with the FDM proprietary load balancer. For instructions on configuring the load balancer, see the Oracle Hyperion Financial Data Quality Management, Fusion Edition Configuration Guide. You can set up Oracle HTTP Server as a load balancer for FDM IIS Web applications. For instructions, see Load Balancing Financial Management or FDM Web Applications on IIS in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. Using EPM System Configurator, you can cluster FDM Web application for high availability with either Oracle HTTP Server or third-party load balancers. For instructions, see Load Balancing Financial Management or FDM Web Applications on IIS in Chapter 4, Configuring EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. For instructions on clustering the FDM relational database, see the documentation for the database software. Figure 7 shows a scenario with an FDM relational database clustered for failover and high availability on proprietary EPM System application servers.
FDM Clusters
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Figure 7
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Note: The processing of requests by application servers may not be distributed evenly among
the machines in the cluster. Routing to a specific machine is based on the data being accessed and the type of operation being performed. With Data Relationship Management installed in a clustered database environment, you can select Generate scripts to be run by a database administrator when creating a database from the Repository Wizard in the Data Relationship Management Configuration Console. Two scripts are generated: one for creating the schema owner, or database, and one for creating the database schema objects. For instructions on clustering the Data Relationship Management repository, see the documentation for the database software being used.
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In This Chapter
This chapter assumes that you are familiar with WebLogic administration and clustering. If you are unfamiliar with these tasks, Oracle urges you to seek technical assistance before attempting to cluster an EPM System Web application.
Prerequisites
Note: The information in this section assumes that you have installed your Web applications
on each node to be included in the cluster, using procedures provided in Chapter 3, Installing EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. Complete these tasks before setting up a cluster for an EPM System Web application:
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Enable either session persistence or sticky sessions (which direct all requests for a specific session to the same server) on the load balancer. Ensure that all the computers to be included in the cluster use either Windows or UNIX but not both. Install the EPM System product on each node that the cluster will include. Install to the same file system location on each machine. Using the same file system path on each physical machine in a cluster is important so that these environment variables can be set once for the entire cluster, rather than set and customized for each node in the cluster:
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For information about additional requirements, see these sections in Chapter 3, Installing EPM System Products, in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide:
m
Prerequisites
53
Configuring EPM System Products in a Distributed Environment Configuring Products in a Clustered Environment
Configurator creates the cluster and adds servers to the cluster. You need not perform additional tasks in WebLogic. See Clustering Web Applications in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.
If you deployed the Web applications with EPM System Configurator and clicked Setup to specify the logical address for the Web application, this step is not necessary, because EPM System Configurator created the cluster for you.
If you manually deployed the Web applications, select the cluster, click the HTTP tab, and for Frontend Host, enter the host name and port of the load balancer.
If you deployed the Web applications with EPM System Configurator and clicked Setup to specify the logical address for the Web application, this step is not necessary, because EPM System Configurator entered this information during configuration.
4 5
Click the Servers tab, click Add, and on the Add a Server to Cluster page, select a server from the list, and then click Finish. Click the Deployments tab, select an EPM System Web application, click the Targets tab, and for the cluster this Web application is deployed to, select All Servers in the Cluster.
Repeat this step for all EPM System Web applications. In a distributed environment, the Node Manager propagates changes to all the machines in the cluster.
a. Select the server and select Clone. b. Select the server that you just cloned, and change the machine on which the server is running.
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7 8 9
Repeat step 2through step 6 as needed. Start the servers from WebLogic Administration Console. Launch EPM System Configurator and perform the Configure Web Server task.
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A
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Additional Information
For more information about installing, configuring, and using these Oracle Hyperion Enterprise Performance Management System products, see the product guides in the Oracle Documentation Library (http://www.oracle.com/technology/documentation/epm.html) on the Oracle Technology Network. Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition; Oracle's Hyperion Enterprise Performance Management System Configurator; Oracle's Hyperion Enterprise Performance Management System Diagnostics; Oracle's Hyperion Shared Services Registry Foundation Services
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Oracle's Hyperion Foundation Services (includes Oracle's Hyperion Shared Services, Oracle Hyperion Enterprise Performance Management System Lifecycle Management, and Oracle Enterprise Performance Management Workspace, Fusion Edition) Oracle HTTP Server Oracle WebLogic Server Oracle Hyperion EPM Architect, Fusion Edition Hyperion Calculation Manager Oracle Hyperion Smart View for Office, Fusion Edition Oracle Essbase Server Oracle Essbase Administration Services Oracle Essbase Integration Services Oracle Hyperion Provider Services Oracle Essbase Studio Oracle's Hyperion Reporting and Analysis Framework Oracle's Hyperion Interactive Reporting Oracle Hyperion Financial Reporting, Fusion Edition Oracle's Hyperion SQR Production Reporting Oracle's Hyperion Web Analysis
Essbase
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Oracle Hyperion Planning, Fusion Edition Oracle Hyperion Financial Management, Fusion Edition Oracle Hyperion Performance Scorecard, Fusion Edition Oracle Hyperion Profitability and Cost Management, Fusion Edition Oracle Hyperion Disclosure Management Oracle Hyperion Financial Close Management Oracle Hyperion Financial Data Quality Management, Fusion Edition Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Oracle Hyperion Data Relationship Management, Fusion Edition
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Additional Information
Glossary
available members can service requests, and no member is idle. An active-active system generally provides more scalability options than an active-passive system. Contrast with active-passive high availability system.
active-passive high availability system A system with active
unplanned outages at a production site by having a recovery strategy for applications and data to a geographically separate standby site.
EPM Oracle home A subdirectory of Middleware home
members, which are always servicing requests, and passive members that are activated only when an active member fails. Contrast with active-active high availability system.
application server cluster A loosely joined group of
containing the files required by EPM System products. The EPM Oracle home location is specified during installation with EPM System Installer.
EPM Oracle instance A directory containing active, dynamic
application servers running simultaneously, working together for reliability and scalability, and appearing to users as one application server instance. See also vertical application cluster and horizontal application cluster.
assemblies Installation files for EPM System products or
components of EPM System products (components that can change during run-time). You define the EPM Oracle instance directory location during configuration with EPM System Configurator.
external authentication Logging on to Oracle EPM System
components.
asymmetric topology An Oracle Fusion Middleware Disaster
Recovery configuration that is different across tiers on the production site and standby site. For example, an asymmetric topology can include a standby site with fewer hosts and instances than the production site.
backup A duplicate copy of an application instance. cluster An array of servers or databases that behave as a
products with user information stored outside the application. The user account is maintained by the EPM System, but password administration and user authentication are performed by an external service, using a corporate directory such as Oracle Internet Directory (OID) or Microsoft Active Directory (MSAD).
failover The ability to switch automatically to a redundant
single resource which share task loads and provide failover support; eliminates one server or database as a single point of failure in a system.
cluster interconnect A private link used by a hardware cluster
standby database, server, or network if the primary database, server, or network fails or is shut down. A system that is clustered for failover provides high availability and fault tolerance through server redundancy and faulttolerant hardware, such as shared disks.
hardware cluster a collection of computers that provides a
operations as a system. With cluster services, you can define a set of resources and services to monitor through a heartbeat mechanism between cluster members and to move these resources and services to a different cluster member as efficiently and transparently as possible.
single view of network services (for example, an IP address) or application services (such as databases and Web servers) to clients of these services. Each node in a hardware cluster is a standalone server that runs its own processes. These processes can communicate with one another to form what looks like a single system that cooperatively provides applications, system resources, and data to users.
Glossary
59
application to continue to provide services in the presence of failures. This is achieved through removal of single points of failure, with fault-tolerant hardware, as well as server clusters; if one server fails, processing requests are routed to another server.
horizontal application server cluster A cluster with application
users from one environment or computer to another; for example, from a testing environment to a production environment.
migration log A log file that captures all application migration
external authentication.
installation assemblies Product installation files that plug in
required by a specific product, and residing within the directory structure of Middleware home. See also Middleware home.
permission A level of access granted to users and groups for
to individual application servers in a cluster and is the only point of entry into the system.
load balancing Distribution of requests across a group of
language, currency and date formatting, data sort order, and the character set encoding used on the computer. Essbase uses only the encoding portion. See also encoding, ESSLANG.
logical Web application An aliased reference used to identify
the internal host name, port, and context of a Web application. In a clustered or high-availability environment, this is the alias name that establishes a single internal reference for the distributed components. In EPM System, a nonclustered logical Web application defaults to the physical host running the Web application.
managed server An application server process running in its
information after a database has been damaged or destroyed, typically performed after shutting down and restarting the database.
role The means by which access permissions are granted to
example, Oracle Access Manager, Oracle Single Sign-On, or CA SiteMinder) that protects corporate Web resources.
security platform A framework enabling Oracle EPM System
WebLogic Server home and can also include the EPM Oracle home and other Oracle homes. A Middleware home can reside on a local file system or on a remote shared disk that is accessible through NFS.
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Glossary
repository that manages EPM System deployment information for most EPM System products, including installation directories, database settings, computer names, ports, servers, URLs, and dependent service data.
shared storage A set of disks containing data that must be
administrator would otherwise be required to provide. Response files enable EPM System Installer or EPM System Configurator to run without user intervention or input.
single point of failure Any component in a system that, if it
Recovery configuration that is identical across tiers on the production site and standby site. In a symmetric topology, the production site and standby site have the identical number of hosts, load balancers, instances, and applications. The same ports are used for both sites. The systems are configured identically and the applications access the same data.
token An encrypted identification of one valid user or group
moving applications, data, and provisioning information from an earlier deployment to the new deployment.
user directory A centralized location for user and group
information, also known as a repository or provider. Popular user directories include Oracle Internet Directory (OID), Microsoft Active Directory (MSAD), and Sun Java System Directory Server.
vertical application server cluster A cluster with multiple
containing installed files required by a WebLogic Server instance. WebLogic Server home is a peer of Oracle homes.
Glossary
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Glossary